Senior Associate Financial Counselor

Company Name:
The Colony Group
SAFC_VA - Senior Associate Financial Counselor
Primary responsibilities
for a Senior Associate Financial Counselor include:
Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions;
Maintaining an advanced understanding of investments, insurance, taxation, and estate planning, as well as the company's investment strategies;
Active communication with clients in meetings, presentations, and generally as part of ongoing client-relationship management;
Coordination of the management of client portfolios with the investment professionals of the firm;
Federal and state income tax planning and compliance;
Communicating the full range of the company's services and capabilities to clients and prospective clients; and
Identifying new business opportunities and prospects and assisting in the closing process.
Senior Associate Financial Counselor
Bachelor's Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience;
An advanced understanding of investments, insurance, tax planning, and estate planning;
Three+ years of relevant work experience; and
Strong analytical skills, notable attention to detail, and self-initiated follow-through.
Senior Associate Financial Counselor
position prefers
Candidates with a CPA, JD, MST, or CFP

Experience serving high net worth clients; and
Experience in income tax planning and compliance.
The Colony Group seeks a motivated and qualified individual for the position of Senior Associate Financial Counselor in its Richmond, VA office. The individual selected for this mid-level opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Senior Associate Financial Counselors provide a high level and broad range of technical and client management support to a financial counseling team and assist in managing all aspects of a client relationship.
About Us
The Colony Group provides investment, wealth management, and other financial advisory services to a multitude of high-net-worth and ultra-high-net-worth private clients as well as a prestigious base of institutional clients. Founded in 1986 and managed by financial professionals dedicated to providing objective advice and exceptional service, The Colony Group manages over $5 billion in client assets and has offices in Massachusetts, New York, Virginia, and Florida. For more information, please visit www.thecolonygroup.com.

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